11/05/2014
On-line Partnership Group rebrands ahead of expansion
Surrey-based On-line Partnership Group Ltd has rebranded as In Partnership, in what the adviser network’s owner has said will be the first in a number of developments.
Wealth and Asset Management
11/05/2014
Sippcentre rebrands under AJ Bell umbrella
Billy Mackay, marketing director at AJ Bell, said the decision to rebrand Sippcentre, which had been trading since 2002, was made because many advisers and customers thought the firm only offered self-invested personal pensions.
11/05/2014
Three readers on the secret to building a sustainable wealth business
Has the wealth management market ever been more competitive? We aks three readers on the secrets to building a lasting business.
11/04/2014
Tax and wealth adviser acquires Siddalls France
Blevins Franks has been advising UK nationals on cross-border tax and wealth management for almost 40 years and is based locally in France, Spain, Portugal, Cyprus and Malta, as well as the UK.
11/03/2014
German Bank Hits Rich Clients With Negative Interest Rates
Deutsche Skatbank, a division of VR-Bank Altenburger Land, is introducing negative interest rates.
11/03/2014
Greek Golden Visa To Come With Citizenship
The Greek government is looking to make changes to its golden visa programme, allowing investors to obtain full Greek citizenship after seven years.
11/03/2014
Publicis sticks with BAML and Rothschild after failed $35bn merger
Two of the banks that advised French advertising giant Publicis on its failed merger with US peer Omnicom have got a second bite at the cherry, advising the French company on its latest multibillion dollar acquisition.
11/02/2014
Yngve Slyngstad, world’s most influential wealth fund manager, reveals his thinking
Understanding what’s poised to become the world’s largest economy is crucial for Slyngstad as he manages a fund that Norway predicts will reach $1 trillion in less than three years.
10/31/2014
Purpose ‘worthless’ without staff engagement, says Old Mutual CEO
Having a clear purpose is “worthless” unless every person in the organisation is engaged with it
10/31/2014
Bath-based wealth management firm announces new deal
“The service offered by IBOSS portfolios enables advisers to not only access a strong performance track record but also incorporates an invaluable client review service taking the strain of the ongoing client investment reviews.”
10/29/2014
Does Quilter Cheviot buy pave way for Old Mutual Wealth IPO?
Old Mutual’s acquisition of Quilter Cheviot could pave the way for an initial public offer (IPO) of its wealth business.
10/29/2014
Family offices looking for bespoke structures to suit younger, more mobile families – what opportunities for the Channel Islands?
Family offices are increasingly looking beyond traditional trust structures towards more bespoke structures for planning offshore to suit younger and more mobile entrepreneurial families who don’t want to give up control.
10/29/2014
Societe Generale Private Banking partners the European Family Office Conference in London
The theme of the conference this year is “Your Family Office: Strategies, Structures & Sustainability”.
10/29/2014
Crestbridge records impressive funds business growth
Independent corporate and fund services provider Crestbridge has recorded an impressive increase in the value of funds it administers a year after it underwent a rebrand in June 2013.
10/28/2014
Tracking the performance
Discretionary or wealth management is often seen as a bespoke service
10/28/2014
Understanding clients’ non-financial concerns
The motivations behind investors’ attitudes to wealth.
10/28/2014
Wealth Management Association confirms strategic review
Where regulation is taking the DFM industry.
10/27/2014
Banque Internationale à Luxembourg opens first branch in Dubai
Launch marks important step in BIL 's international expansion
10/27/2014
Wealth managers fear being caught by banker bonus rules
Wealth firms are growing concerned a regulatory crackdown on bonuses within the UK banking sector could end up impacting the investment management industry.
10/27/2014
Old Mutual Wealth targets close ties between Quilter Cheviot and Intrinsic
Old Mutual Wealth is to establish a close relationship between adviser network Intrinsic and Quilter Cheviot after it agreed a £585m deal to acquire the discretionary manager.